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Learn How To Manage Leads in Salesforce Classic

Everything you need to know about managing your prospects using the Leads functionality in Salesforce Classic

Find yourself lost, overwhelmed and confused working with leads in Salesforce, wondering how to:

  • Quickly access the leads tab?
  • Effortlessly find & create list views of specific leads that you need to easily access on a regular basis?
  • Proficiently search for leads?
  • Efficiently create new leads?
  • Painlessly update existing leads?
  • Easily find & merge duplicate leads?
  • Quickly track calls, meetings & follow ups with leads?
  • Conveniently use campaign history with leads?
  • Brilliantly use Chatter on leads, to collaborate with colleagues with fewer clicks and more transparency?
  • Painlessly convert leads to contacts & accounts?
  • Skillfully leverage the bonus NPSP (Non Profit Success Pack) features associated with leads?
  • Effortlessly use Salesforce1 on your mobile device to:
    • search for leads?
    • access the leads tab?
    • access your leads list views?
    • see & update details regarding your leads?
    • access the Chatter feed on your leads?
    • view & update related records regarding your leads?

  • Efficiently use Salesforce to track and manage your prospects.
  • Effortlessly find your open items and activity history associated with leads already in your database.
  • Painlessly track your calls, tasks & other follow up items to quickly qualify and convert your leads.
  • Joyously eliminate wasted hours searching YouTube and Google, only to discover that the information you find is irrelevant, too detailed and likely aimed at Salesforce developers or admins.
  • Proudly become a Salesforce Rockstar, focusing on closing more deals and following up with your customers instead of pulling your hair out trying to understand Salesforce.

This class is a must for you if you are using Salesforce Classic and need to quickly get up to speed on how to use the Leads functionality to:

  • Graciously track your prospects.
  • Skillfully find those leads that require attention.
  • Effortlessly track your progress to qualify & convert your leads.
  • Easily collaborate with your colleagues regarding open leads, without having to jump between Salesforce and email.
  • Painlessly find and merge duplicate leads in your Salesforce database.
  • Proficiently use your mobile device to access your entire database of leads in Salesforce so that you're never caught off guard and always ready to close more deals.

✔️ Step-by-Step Instructional Videos

✔️ Easy to Digest, Bite-Size Chunks of Learning

✔️ Practical, no-nonsense guidance on how to use Salesforce

✔️ Community Access & Support

✔️ 100% Online & Mobile Friendly


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Your Instructor


David Giller
David Giller
  • As an attorney, I used to practice law..helping clients navigate through difficult situations related to family law, bankruptcy and foreclosure issues.
  • I’ve stepped away from the legal profession and now I am CEO of Brainiate, a Salesforce consulting firm.
  • As a Salesforce Partner, my Brainiate team helps non-profit and for-profit organizations unleash the power of Salesforce to work more efficiently, get a 360-degree view of customers, and automate business processes.

How did I go from practicing law to becoming a Salesforce expert?

Through a series of bizarre and unexpected career turns, I found myself working at NBC Universal, where I managed large scale IT projects, based out of Rockefeller Center in NYC.

After several years at NBC Universal, I moved over to GE Capital, where I inherited some responsibility for the company’s CRM (Siebel).

While at GE Capital, a Salesforce project landed on my lap, and I before I knew it, I became known as the “Salesforce Guru” at GE Capital.

I’ve decided to take my knowledge and expertise on the Salesforce platform and help others people solve their business problems and become Salesforce Rockstars.

Within the last few years, I have become a recognized expert in the global Salesforce community, through my blog, webinars, podcast, ebooks, and my role as a Salesforce User Group Leader for the NYC and Northern NJ Salesforce User Groups.

In 2016, I became a Salesforce MVP. MVPs are nominated by the Salesforce community and selected by Salesforce employees based on their expertise, generosity, leadership, and advocacy.

I can often be found at most Salesforce events in the NYC area (and certainly at Dreamforce), either speaking publicly (sharing best practices, cool new features), or helping to staff the Salesforce event in other capacities.

I'm looking forward to helping YOU become a Salesforce Rockstar!


⭐⭐⭐⭐⭐

"Explaining how to find & merge duplicates is a game changer! Teaching Salesforce users how to use this feature is powerful!"

- Darrell Gallegos

⭐⭐⭐⭐⭐

"I am impressed with Brainiate Academy and the content focusing on the Salesforce1 mobile app. The specific feature of the training that made it most useful for my experience is your use of user stories to demo the HOW along with the WHY. Your use of the screens to show what users will see is extremely helpful. Well done!"

- Matthew Anders

⭐⭐⭐⭐⭐

"Easily accessible content that was well-structured. Thank you, David!"

- Daniel Flanigan

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Class Curriculum


  Introduction
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  Leads Tab Overview
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  List Views for Leads
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  Searching for Leads
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  Creating New Leads
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  Update Existing Leads
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  Find & Merge Duplicate Leads
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  Tracking Activities with Leads
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  Understanding Campaign History on Leads
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  Using Chatter on Leads
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  Lead Conversion
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  Bonus for Nonprofits: Lead Conversion for Nonprofits
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  Using Leads on Salesforce1 Mobile
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  Additional Resources
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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